Wealth Advisor
On-site · Troy, Michigan, United States
Job Summary
Wealth Advisor in Troy, MI to manage the day-to-day aspects of client engagements as a team member, identify and recommend asset management and financial planning advice, maintain client relationships, collect planning data with the Wealth Planning Department, create asset management reports, communicate with clients and team members, coordinate with internal and external resources, utilize Salesforce for documentation, prepare meeting materials, coordinate trade orders with the Asset Management Department, develop deeper technical expertise in general financial knowledge, and identify additional planning opportunities within existing client relationships.
Required Qualifications
- Bachelor’s degree required in Economics, Finance or related field
- CFP Achieved
- Technical knowledge of all aspects of comprehensive financial planning; including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management
- Previous experience working with financial planning software and planning deliverables
- Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce
- Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements
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